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A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.

An Exxon senior vice president just told Tom Bilyeu's Impact Theory podcast that physical Brent cargoes are heading to $150 to $160 per barrel in the coming weeks as global inventories approach all-time lows.

Texas Pacific Land Corporation delivers record Q1 2026 revenue of $236.8M and net income of $142.9M, up 21% and 18.4% YoY, respectively. TPL's diversified revenue streams—oil and gas royalties, water sales, easements, and produced water royalties—underscore its capital-efficient, debt-free business model. The Bolt partnership positions TPL to capitalize on the AI-driven data center boom in the Permian, leveraging vast land, water, and power resources.

Texas Pacific Land Corporation (TPL) remains a Strong Buy despite a 23% price drop since my last rating, driven by its evolving business model. TPL's water handling and real estate empire, especially its monopoly position in water sales to data centers, underpins high-margin, recurring revenue streams. The near-complete 10,000-barrel-per-day desalination facility offers proof of concept for scaling toxic-to-clean water conversion, with significant earnings potential.

Texas Pacific Land Corporation remains a high-conviction long-term Buy, despite volatility and a premium 53x blended P/E valuation. TPL's unique landowner model generates ~60% net income margins, minimal CapEx, and robust free cash flow, driven by oil/gas royalties and booming water businesses. Produced water and data center initiatives in the Permian Basin position TPL for multi-decade secular growth, with early-stage commercialization and partnerships underway.

Texas Pacific Land Corporation (TPL) Q1 2026 Earnings Call Transcript

Texas Pacific (TPL) came out with quarterly earnings of $2.07 per share, beating the Zacks Consensus Estimate of $2.03 per share. This compares to earnings of $1.75 per share a year ago.

DALLAS--(BUSINESS WIRE)--TEXAS PACIFIC LAND CORPORATION ANNOUNCES FIRST QUARTER RESULTS.

DALLAS--(BUSINESS WIRE)--TPL ANNOUNCES THE APPOINTMENT OF PETER DOYLE TO THE BOARD.

Texas Pacific Land reports Q1 2026 May 6 after close as record royalties and water volumes face softer oil prices and fewer new wells.

XPLR Infrastructure (XIFR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Certuity LLC grew its stake in shares of Texas Pacific Land Corporation (NYSE: TPL) by 194.3% in the undefined quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,220 shares of the financial services provider's stock after buying an additional 2,126 shares during the period. Certuity

Texas Pacific (TPL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

B. Metzler seel. Sohn and Co. AG grew its holdings in Texas Pacific Land Corporation (NYSE: TPL) by 219.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,499 shares of the financial services provider's stock after purchasing an additional

Hoku (OTCMKTS:HOKUQ - Get Free Report) and Texas Pacific Land (NYSE: TPL - Get Free Report) are both energy companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, dividends, risk, profitability, earnings and institutional ownership. Analyst Recommendations This is a breakdown of current

Confluence Wealth Services Inc. increased its holdings in shares of Texas Pacific Land Corporation (NYSE: TPL) by 220.8% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,837 shares of the financial services provider's stock after acquiring an additional

Evergreen Capital Management LLC lifted its stake in shares of Texas Pacific Land Corporation (NYSE: TPL) by 193.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,032 shares of the financial services provider's stock after acquiring an additional 2,659

Cortland Associates Inc. MO grew its holdings in Texas Pacific Land Corporation (NYSE: TPL) by 191.5% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 43,157 shares of the financial services provider's stock after purchasing an additional 28,354 shares during the period. Texas

TPL, LNNGY, KTB, RRBI and WLY have been added to the Zacks Rank #1 (Strong Buy) List on April 17, 2026.

Austin Wealth Management LLC lifted its holdings in Texas Pacific Land Corporation (NYSE: TPL) by 200.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 2,967 shares of the financial services provider's stock after buying an additional 1,978 shares during the quarter. Austin

DALLAS--(BUSINESS WIRE)--Texas Pacific Land Corporation Sets Dates for First Quarter 2026 Earnings Release and Conference Call.

Since Iran closed the Strait of Hormuz on February 28, 2026, the global oil market has been volatile.

Texas Pacific (TPL) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

Texas Pacific Land Corporation is undergoing a strategic transformation, pivoting to AI data centers and desalination alongside its core royalty business. TPL's partnership with Bolt Data & Energy positions its land for large-scale, energy-independent AI compute campuses, leveraging unique land, energy, and water assets. Despite high valuation metrics (P/E 54.23, EV/EBITDA 39.55), I upgrade TPL to Buy, citing strong cash generation and secular AI/data center tailwinds.

DALLAS--(BUSINESS WIRE)--TPL Announces the Passing of Murray Stahl.

Azzad Asset Management Inc. ADV grew its holdings in shares of Texas Pacific Land Corporation (NYSE: TPL) by 212.8% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,142 shares of the financial services provider's stock after buying an

Stratos Wealth Partners LTD. lifted its holdings in shares of Texas Pacific Land Corporation (NYSE: TPL) by 212.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,211 shares of the financial services provider's stock after purchasing an additional 12,390 shares

Nike, Inc., Sysco Corporation and Boston Scientific Corporation led last week's large-cap losers as earnings, guidance and downgrades pressured stocks in a shortened trading week.

SG Americas Securities LLC raised its holdings in Texas Pacific Land Corporation (NYSE: TPL) by 21.7% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The firm owned 9,234 shares of the financial services provider's stock after buying an additional 1,645 shares during the quarter. SG

I am shifting capital allocation toward scarcity-driven assets like energy, metals, infrastructure, and defense, as the abundance trade in software faces structural disruption from AI. My TOLL framework prioritizes companies with hard assets, durable competitive moats, and long-duration cash flows that are less vulnerable to AI-driven commoditization. Key investment themes include nuclear utilities (VST, CEG), copper producers (FCX), gold/silver streamers (FNV, WPM), grid/infrastructure suppliers (ETN, FIX), and defense/aerospace leaders (RTX, TDG).

Energy remains my top sector for long-term alpha, driven by prudent capital allocation, dwindling reserves, and underestimated demand growth. Despite recent outperformance, I am not chasing momentum; I plan to buy on weakness when geopolitical risk premiums fade. Large E&P companies are prioritizing free cash flow and reserve protection over production growth, supporting a bullish supply outlook.

Texas Pacific Land (NYSE: TPL - Get Free Report) and Enovix (NASDAQ: ENVX - Get Free Report) are both energy companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, institutional ownership, analyst recommendations, risk, valuation, dividends and profitability. Insider and Institutional Ownership 59.9% of Texas Pacific

Daymark Wealth Partners LLC grew its position in Texas Pacific Land Corporation (NYSE: TPL) by 200.7% in the undefined quarter, according to its most recent filing with the SEC. The firm owned 6,456 shares of the financial services provider's stock after buying an additional 4,309 shares during the period. Daymark Wealth Partners LLC's

The S&P 500 has swung to a loss for the year as volatility, geopolitical strains and profit-taking weigh on large-cap stocks, according to market data.A review

Two top S&P 500 stocks lead this weekend's watchlist with five AI stocks near buy points amid a broad market slide.

Value investing is about identifying misalignments between price and medium to long-term fundamentals, not just low multiples. I focus on high-quality, cyclical value stocks like Union Pacific, Old Dominion Freight Line, and Carlisle Companies during downturns. Hidden growth and undervalued quality, as seen in Texas Pacific Land and ONEOK, offer significant upside when the market misjudges resilience or growth.

Danske Bank A S bought a new position in shares of Texas Pacific Land Corporation (NYSE: TPL) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 56,345 shares of the financial services provider's stock, valued at approximately $52,606,000. Danske

Fear is dominating global markets right now. With geopolitical tensions intensifying in the Middle East and capital rotating out of equities, the S&P 500 ETF NYSEARCA: SPY is down about 2% year to date (YTD).

DALLAS--(BUSINESS WIRE)--TPL Sets RSVP Deadline for May 18, 2026 Midland Office and Field Visit.

Dimensional Fund Advisors LP raised its holdings in shares of Texas Pacific Land Corporation (NYSE: TPL) by 13.1% during the third quarter, according to its most recent filing with the SEC. The firm owned 147,557 shares of the financial services provider's stock after purchasing an additional 17,107 shares during the period. Dimensional Fund

Texas Pacific rose along with oil and gas prices as tensions in the Middle East ramped up. The company also delivered solid Q4 earnings, with revenue coming in above expectations.
